See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,419 | $95,453-57.7% | $112,040-63.9% | $82,448-51.0% |
| Participation rate | 69.8% | 72.8%-2.9pp | 76.5%-6.7pp | 68.1%+1.7pp |
| Annual return | 35.37% | 23.92%+11.5pp | 24.52%+10.9pp | 41.64%-6.3pp |
| Employer contribution / active EE | $2,000 | $2,318-13.7% | $2,954-32.3% | $2,551-21.6% |
| Participant deferral / active EE | $4,889 | $4,224+15.7% | $5,098-4.1% | $4,139+18.1% |
| Admin fee / account holder | $8,975 | $9,013-0.4% | $12,098-25.8% | $7,234+24.1% |